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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
426
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$881M -$20.9M 8 21.21% Reduced
427
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$871M -$109M 3 63.81% Reduced
428
Achmea Investment Management
Achmea Investment Management
Netherlands
$870M -$11.4M 12 14.31% Reduced
429
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$866M +$20.7M 4 16.97% Increased
430
Yacktman Asset Management
Yacktman Asset Management
Texas
$865M -$174M 3 10.11% Reduced
431
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$864M -$120M 9 8.43% Reduced
432
Close Asset Management
Close Asset Management
United Kingdom
$857M +$290M 13 24.14% Increased
433
Congress Asset Management
Congress Asset Management
Massachusetts
$856M +$44.2M 7 5.78% Increased
434
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$852M +$5.07M 7 16.59% Increased
435
Welch & Forbes
Welch & Forbes
Massachusetts
$848M -$2.68M 9 10.9% Reduced
436
Sanctuary Advisors
Sanctuary Advisors
Indiana
$844M -$16.4M 21 5.33% Reduced
437
Nomura Holdings
Nomura Holdings
Japan
$840M +$224M 20 1.13% Increased
438
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$839M -$7.82M 6 15.97% Reduced
439
Ossiam
Ossiam
France
$838M +$48.7M 15 14.47% Increased
440
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$837M +$25.2M 9 2.54% Increased
441
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$836M +$806M 20 12.68% New
442
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$829M +$25.2M 8 8.08% Increased
443
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$828M -$142M 4 8.36% Reduced
444
Clal Insurance
Clal Insurance
Israel
$826M -$112M 5 7.44% Reduced
445
MRG
Milestone Resources Group
British Virgin Islands
$824M +$41.6M 3 27.27% Increased
446
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$823M +$8.8M 8 13.84% Increased
447
Cannell & Spears
Cannell & Spears
New York
$811M -$65.3M 7 16.66% Reduced
448
MIM
Meridiem Investment Management
United Kingdom
$805M -$11.4M 4 14.41% Reduced
449
Banco Santander
Banco Santander
Spain
$799M +$18.9M 11 9.62% Increased
450
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$798M -$727M 8 9.96% Reduced